Professional Financial Advisors’s iShares Short Maturity Bond ETF NEAR Stock Holding History

Professional Financial Advisors’s Portfolio NEAR Stock Details NEAR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$1.75M	Sell	35,081 -715	-2%	-$36K	0.3%	58
2026 Q2	$1.81M	Sell	35,796 -1,535	-4%	-$77.8K	0.31%	57
2026 Q1	$1.9M	Buy	37,331 +27,901	+296%	+$1.42M	0.39%	49
2025 Q4	$482K	Buy	+9,430	New	+$483K	0.1%	89
2022 Q4	–	Sell	-650	Closed	-$32K	–	321
2022 Q3	$32K	Buy	650 +3	+0.5%	+$148	0.02%	177
2022 Q2	$32K	Buy	647 +1	+0.2%	+$49	0.02%	184
2022 Q1	$32K	Buy	646 +1	+0.2%	+$50	0.01%	182
2021 Q4	$32K	Buy	+645	New	+$32.3K	0.01%	204

Other funds holding NEAR

Capital Advantage Walnut Creek, California $834M AUM 15.6% 1-Year Est. Return

Weil Company San Diego, California $580M AUM 14.7% 1-Year Est. Return

KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return

SPWG

Syntegra Private Wealth Group Chesterfield, Missouri $1.3B AUM 10.88% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

PWM

Proathlete Wealth Management Boca Raton, Florida $457M AUM 13.68% 1-Year Est. Return

IFS

Ifrah Financial Services Little Rock, Arkansas $396M AUM 19.18% 1-Year Est. Return

FPF

First Pacific Financial Vancouver, Washington $978M AUM 12.87% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

MBT

Montecito Bank & Trust Santa Barbara, California $660M AUM 18.73% 1-Year Est. Return

Professional Financial Advisors's NEAR Position: Q3 2026 in Review

Professional Financial Advisors reduced its iShares Short Maturity Bond ETF (NEAR) stake by 2% in Q3 2026, selling an estimated $36K and leaving 35,081 shares worth $1.75M. The position accounts for 0.3% of the portfolio, ranked #58.

Professional Financial Advisors first reported a position in NEAR in Q4 2021 and has held it in 8 quarters since. The position peaked at $1.9M in Q1 2026. 60 funds tracked by Wall St. Rank hold NEAR as of Q3 2026.

Professional Financial Advisors held 35,081 shares of iShares Short Maturity Bond ETF worth $1.75M as of Q3 2026.
Professional Financial Advisors sold 715 iShares Short Maturity Bond ETF shares in Q3 2026, an estimated $36K.
iShares Short Maturity Bond ETF made up 0.3% of Professional Financial Advisors's portfolio in Q3 2026, its #58 holding.
Professional Financial Advisors first reported a position in iShares Short Maturity Bond ETF in Q4 2021 and has held it in 8 quarters since.
Professional Financial Advisors's iShares Short Maturity Bond ETF position peaked at $1.9M in Q1 2026.
60 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q3 2026.

Based on Professional Financial Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.